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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $427,691 | $175,231+144.1% | $149,696+185.7% | $139,466+206.7% |
| Participation rate | 18.2% | 83.4%-65.2pp | 78.8%-60.6pp | 80.3%-62.2pp |
| Annual return | 16.77% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $1,327 | $5,478-75.8% | $4,821-72.5% | $4,754-72.1% |
| Participant deferral / active EE | $5,455 | $6,521-16.4% | $5,682-4.0% | $6,712-18.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |